DealMachine + Salesforce
Create new Salesforce records for updated leads in DealMachine
Streamline your sales process with this powerful workflow. As soon as a new lead is generated in DealMachine, a corresponding record will be created in Salesforce. This seamless integration ensures that every potential customer is captured, letting you focus on closing deals rather than manually updating databases. Improve your efficiency, reduce errors, and enhance your CRM management with this DealMachine and Salesforce automation.
Streamline your sales process with this powerful workflow. As soon as a new lead is generated in DealMachine, a corresponding record will be created in Salesforce. This seamless integration ensures that every potential customer is captured, letting you focus on closing deals rather than manually updating databases. Improve your efficiency, reduce errors, and enhance your CRM management with this DealMachine and Salesforce automation.
- When this happens...New Lead
Triggers when a new lead is added to your team's DealMachine account.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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New Lead
Triggers when a new lead is added to your team's DealMachine account.
Try ItLead Status Change
Triggers when a status changes for a property.
Try ItLead IDRequired
List IDsRequired
Lead IDRequired
Team Member IDRequired
New Team Member
Triggers when a new team member is added to your team.
Try ItAddress Line 1 (Parsed Address)
Address Line 2 (Parsed Address)
City (Parsed Address)
State (Parsed Address)
Zip Code (Parsed Address)
Latitude (Lat/Lng)
Longitude (Lat/Lng)
Full Address (Full Address)
Lead IDRequired
Tag IDsRequired
Lead IDRequired
NoteRequired
